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Financial Planner

2 months ago

Montreal, Quebec, Canada Banque Nationale Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at Banque Nationale. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives.
  • Identify investment and financing opportunities for clients, providing them with tailored solutions for their financial planning needs.
  • Grow our client base by identifying new business opportunities and developing strategies to increase revenue.
  • Stay up-to-date on clients' evolving needs, providing them with ongoing support and guidance to ensure their financial plans remain on track.
  • Ensure that all financial plans and recommendations are in line with our quality standards and regulatory requirements.
About the Team

At Banque Nationale, we offer a dynamic work environment that fosters collaboration and innovation. Our team is dedicated to helping our clients achieve their financial goals, and we are committed to providing our employees with the tools and support they need to succeed.

Requirements
  • Bachelor's degree (or equivalent) in a related field, along with relevant experience in business development within the financial services industry.
  • Designation from the Institut Québécois de Planification Financière (IQPF) or in the process of obtaining it within the next 12 months.
  • License as a Representative in Collective Savings (REC).
  • Experience in portfolio management with business development objectives to achieve.
  • Strong teamwork and collaboration skills.
What We Offer
  • A competitive salary and benefits package.
  • A comprehensive training program to help you develop your skills and advance your career.
  • A dynamic and inclusive work environment that values diversity and promotes work-life balance.
  • Opportunities for professional growth and development.